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Schwab Intermediately-Term US Treasury ETF

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$9.86M +$9.16M +311,658 +1,317%
FC
27
Financial Consulate
Maryland
$8.62M -$963K -32,760 -10%
KCM
28
Kathmere Capital Management
Pennsylvania
$8.52M +$990K +33,676 +13%
QCMNJ
29
Quantum Capital Management (New Jersey)
New Jersey
$8.42M +$2.11M +71,666 +33%
BWI
30
Beacon Wealthcare Inc
North Carolina
$8.03M -$2.19M -74,454 -21%
AF
31
Advisornet Financial
Minnesota
$7.22M +$3.53M +119,966 +95%
KWM
32
Kingsview Wealth Management
Oregon
$7.16M -$658K -22,376 -8%
SP
33
SWS Partners
Ohio
$7.14M +$7.14M +242,816 New
BIP
34
Blueprint Investment Partners
North Carolina
$6.93M +$5.07M +172,438 +273%
AIP
35
Almanack Investment Partners
Pennsylvania
$6.78M +$3.61M +122,992 +114%
SIM
36
Sterling Investment Management
Arizona
$6.45M -$1.31M -44,518 -17%
FMC
37
First Merchants Corp
Indiana
$6.44M -$62.8K -2,136 -1%
RCA
38
Resonant Capital Advisors
Wisconsin
$6.33M +$1.12M +38,124 +22%
EF
39
Empirical Finance
Pennsylvania
$6.32M +$6.32M +215,000 New
RRC
40
Relaxing Retirement Coach
Massachusetts
$6.2M -$7.06M -240,290 -53%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$5.84M +$4.96M +168,802 +567%
CCP
42
Cardan Capital Partners
Colorado
$5.67M -$7.41M -251,976 -57%
WCF
43
West Coast Financial
California
$5.66M -$793K -26,968 -12%
LA
44
LVW Advisors
New York
$5.64M -$337K -11,452 -6%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$5.49M -$1.17M -39,696 -18%
FIM
46
Freedom Investment Management
Connecticut
$5.34M -$227K -8,150 -4%
Jane Street
47
Jane Street
New York
$5.31M -$6.76M -229,984 -56%
IA
48
IFP Advisors
Florida
$5.3M +$5.3M +181,516 New
Bank of America
49
Bank of America
North Carolina
$5.22M +$3.7M +125,744 +242%
ML
50
McAdam LLC
Pennsylvania
$4.95M -$39K -1,326 -0.8%